Under limited supervision, the Senior Account Manager for Corporate Growth is responsible for CFP Board's relations with firms, focused on both the growth of CFP® professionals in assigned firms and development outreach to other financial industry firms to support CFP Board's strategic initiatives and organizational goals.
Essential Functions: - Partners with firms to increase financial service firm preference for and investment in CFP® certification
- Creates business development plans, strategies, segmentation, procedures, and metrics for developing broader and deeper relationships with financial service firms
- Engages with assigned firms to partner on development opportunities to support CFP Board's mission and workforce objectives
- Oversees stewardship development and implementation for assigned sponsors and ensures timely, periodic meetings with firms to provide progress reports, track invoice delivery, and prepare for renewal discussions
- Serves as primary contact for key leadership in assigned financial service firms; initiates and grows the number and quality of relationships within assigned firms
- Collaborates with CFP Board staff to develop research, collateral and programs that help increase awareness, preference, and CFP® professional growth among firms
- Promotes to have CFP Board deliver webinars and in-person conference session presentations to drive more CFP® certificant growth
- Supports needs of firms, enlists support of CFP Board staff, as necessary, for productive partnerships and relations with firms
- Supports the development of themes, plans, and program content/agenda and speakers/presenters, for firm content of CFP Board Conference and the Financial Advice Working group that attracts and increases attendance from financial services firms aligned with annual goals
- Provides strategic input to organization to further mission and achieve goals
- Collaborates with colleagues across the CFP Board to identify and co-create scholarship and philanthropic partnership opportunities aligned with firm engagement strategies
- Oversees and refines Corp Growth protocols for assigned firms, ensuring timely fulfillment of benefits, personalized progress reporting, and regular engagement touchpoints to reinforce long-term relationships
- Serves as a central connector across CFP Board departments-including Workforce, Program Development, Development, and Marketing & Communications-to ensure a coordinated and strategic approach to firm relationship management
- Facilitates cross-functional planning and information sharing to align firm partnership efforts with workforce pipeline initiatives, research outputs, and campaign messaging
- Perform other duties as assigned
Background/Skills/Abilities Preferred- Bachelor's degree, preferably in business or related field
- CFP® professional in good standing and 8+ years relevant experience in the financial services industry
- Demonstrated ability to build and maintain quality relationships and collaborate with senior-level stakeholders (internal and external) and strategic partners
- Knowledge of industry channels and business models preferred
- Relationship builder with the flexibility and finesse to 'manage by influence'
- Ability to use data to build consensus, get strategic partners on board, and to show results
- Budget management experience
- Exemplary verbal, presentation, and written communication skills, including the ability to communicate with precision and effectiveness across all levels and functions
- Excellent implementation skills including the ability to set and achieve goals, prioritize, and manage multiple initiatives simultaneously
- Ability to think strategically, tactically, and creatively
- Proven experience developing and implementing marketing and sales plans, strategies, procedures, and measurement systems
- Successful record of understanding sensitivities to organizational structures and politics and identifying anchors and brackets within firm personnel
- Strong sense of the organization's mission and position in financial services marketplace
- Ability to take personal responsibility and ownership for delivering on organizational commitments
- Strong organizational and prioritization skills, ability to multi-task, work collaboratively across the organization, and meet critical deadlines
- Models high ethical standards and demonstrates an appropriate executive presence which instills confidence
- Ability to travel (estimated 30%-40%)
This position works on programs which are part of the 501 (c)(6).
This position is based in the Washington D.C. office and works a hybrid schedule which could be changed at any time.
CFP Board believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled, and collaborative staff.
The applicable starting annual base salary is anticipated to be in the range of $110,000.00 to $130,000.00. In addition to base salary, total compensation includes incentive compensation for which employees are eligible based on completion of individual goals.
